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Disclosery

AdviceOne Advisory Services, LLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdviceOne Advisory Services, LLC on OTIS, newest first. How the timeline and the estimate are built.

AdviceOne Advisory Services, LLC held 140,247 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,247 shares
    Change vs previous 13F -36 shares

    5.67% of the 13F portfolio, value $10,041,697.

    13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 140,283 shares
    Change vs previous 13F -200 shares

    6.54% of the 13F portfolio, value $10,812,989.

    13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,483 shares
    Change vs previous 13F -1,688 shares

    7.25% of the 13F portfolio, value $12,271,223.

    13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 142,171 shares
    Change vs previous 13F -878 shares

    8.64% of the 13F portfolio, value $12,998,651.

    13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,049 shares
    Change vs previous 13F +927 shares

    10.45% of the 13F portfolio, value $14,164,729.

    13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 142,122 shares
    Change vs previous 13F -1,072 shares

    11.98% of the 13F portfolio, value $14,666,947.

    13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 143,194 shares
    Change vs previous 13F not available

    11.77% of the 13F portfolio, value $13,261,234.

    13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).